Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
−0.19%
6 Months
10.53%
11.46%
1 Year
15.92%
8.21%
3 Years
22.93%
12.09%
5 Years
18.33%
11.81%
Since Inception
17.15%
13.34%
Fund Age
16 yrs 10 mo
5 yrs 3 mo
AUM
₹767.31 Cr
₹34.29 Cr
Alpha – 1 Year
11.20%
5.23%
Alpha – 3 Years
10.84%
0.21%
Information Ratio – 3 Years
1.21
0.17
Volatility – 1 Year
20.11%
24.84%
Volatility – 3 Years
18.00%
21.42%
Beta – 1 Year
1.06
1.25
Beta – 3 Years
1.03
1.08
Sharpe Ratio – 1 Year
0.57
0.21
Sharpe Ratio – 3 Years
0.95
0.49
Worst Rolling Year
-14.86%
7.11%
Value at Worst Rolling Year
₹0.85 Cr
₹1.07 Cr
Deepest Drawdown
−20.27%
−34.77%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
18.26%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 5% · M 7% · S 69%
Number of Stocks
41
37
Portfolio P/E
36.67
52.15
Top 5 Holdings
BSE Ltd · 9.00%
Federal Bank Ltd · 5.53%
Lumax Industries Ltd · 5.48%
Persistent Systems Ltd · 5.29%
Cash & Cash Equivalent · 4.72%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2.5% / 0% / 0%